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Top Resources for CRM & Sales Hub

  • Custom 'Create Deal' Form for Different Sales Pipelines

    • Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeline Logic" feature has solved this issue for Pro and Enterprise Sales Hub Users. We've been using it at Raka . Here is more info on the Knowledge Base ." Thank you @DeKoning ...read more

  • CRM Custom Objects

    • Hi there, We have upgraded to both Sales Enterprise and also Marketing Professional and would like a little help if possible. We would like to edit the notes tab if possible to capture specific data fields, we use the golden squares further on down on the left hand panel. The intent of what we are wishing to do is find the best way to capture discovery questions (which would need to be editable text) and if possible change the name of the N ...read more

  • Create a tags or groups

    • Hello, For a little context, we are a school, and we would like to identify our students by Cohort (Classes). I know we can do lists, but I wanted to know if there's another way we can do that, and how to. ...read more

  • How can you access Associated Companies in Reports or Workflows?

    • We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object). Ideally this would be through a workflow push to a google sheet, but I would also be able to use a list or report export. Ideal output would be a company list with a column for the management co ...read more

  • Reporting on Average Time in Lifecycle Stage

    • Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average Time in SQL over time for all of our contacts. Any ideas of how to do that? ...read more

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CharlotteJ on January 17, 2022
New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
Reply Discussion Announcement Sales
13 upvotes
89 Replies
EGarcia65
Member
September 14, 2023
Hello my name is Elizabeth and I am new to all this so I'm just kinda playing around with things trying to get a feel for things and learn what I ne...read more
CharlotteJ on December 14, 2021
Sales Hub Pro - Onboarding step 1 : Strong foundations
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
Reply Discussion Getting Started Sales
12 upvotes
6 Replies
TJones5
Member
March 17, 2023
We'll walk you through the very first stages of getting started with Hubspot's Sales Hub in this introduction video. We'll go through how to set up y...read more
JHebert on September 26, 2023
Customize Invoice
How can I edit or customize my invoice template? I would like to remove the line, "All fees are listed in USD and are subject to sales tax (as applicable)".
Reply Discussion Professional
0 upvote
0 Reply
PatEnergy on September 26, 2023
Divide Line Items by Contract Duration for ARR Calculation
Hey all, in order to correctly calculate ARR the billing frequency policy of line items should be as follows: (1) Contract duration <=12 months : one-time billing frequency (2) Contract duration >12 months : monthly billing read more
Reply Discussion Deals
0 upvote
0 Reply
MyriJen on September 26, 2023
Consolidating Historical Data in an "Archive" Pipeline: How to Retain Original Data
Hello HubSpot Community, I am in the process of streamlining my CRM by consolidating three redundant pipelines, each of which houses valuable historical data. My goal is to retain essential details like the original pipeline name and their deal read more
Reply Discussion Professional
0 upvote
0 Reply
Anansh1 on September 26, 2023
How to create segment as a fresher?
So, as i have completed the email marketing learning and moving further to start email marketing practice. I want to create segment as a fresher. how can I build my public image for the segments.
Reply Discussion Marketing Email
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
September 26, 2023
Hi @Anansh1 , could you explain what exactly you mean when you say segment?
CFaulds on September 26, 2023
Custom properties not including in Company export
I want to export all the fields in Company, and I tick the box to include all records, however Custom Properties which I've created in the Company aren't included? I can export them individually by going into Settings - Properties - Company - se read more
Reply Discussion Starter
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
September 26, 2023
Hi @CFaulds , This is a bit unusual – have you tried adding them as columns before exporting? If exporting from the company index page (...read more
EAcar on September 26, 2023
Outlook Add-In - VSTOInstall Failed
Hello, i tried to install the Outlook-Add In many times but it always occur an error. I tried many solutions from the hubspot community but none of them work. Error Message: ERROR: VSTOInstall failed: -300 - [VSTOinstaller.exe] Die Lösun read more
Reply Discussion Free
0 upvote
1 Reply
EAcar
Member
September 26, 2023
I solved this issue. Post can be closed.

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